Financial Services Administration Apprentice

Assisting the Central Team in the process and submission of new mortgage applications Ensure that all mortgage cases are dealt with in accordance with the lender's policy Liaising with clients to ensure all documentation is requested correctly the first time, managing expectations, and submitting said documents to the lender Handling inbound and outbound calls to existing and new customers Making appointments for an adviser to review and/or arrange new mortgage & protection products Assist in mortgage applications to ensure they go to the offer stage Reviewing documents received and checking that they are compliant Support the organisation in implementing our core values

Training:

Level 3 Financial Services Administrator Apprenticeship Standard:

The Financial Services Administrator apprenticeship is ideal for learners beginning an entry-level role in the financial sector As an entry-level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles

Key Learning Outcomes:

A broad understanding of the financial services sector An understanding of the role of the appropriate regulatory bodies The importance of relationship building with clients and colleagues Understanding of processes and procedures relevant to the role How to develop commercial awareness Building skills and capabilities within an organisation

Professional Qualifications:

CeMAP (UKFR) module 1 – awarded by The London Institute of Banking and Finance (LIBF) Completion of CeMAP module 1 will provide a solid foundation for the learner and can lead on to progression to study in other areas To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors The apprentice is assigned a dedicated experienced mentor to guide them through the programme Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role

Training Outcome:
This apprenticeship offers a route for a career in the mortgage advice sector or for potential progression into other financial services roles

Employer Description:
We’re a passionate team of qualified and experienced financial advisors and a dedicated back office support staff. All of us have our clients best interests at heart. InTouch Finance Advice is made up of a dedicated and passionate group of financial experts, ready and waiting to help their clients. We provide our customers with a service that goes above and beyond other advisors on the market, acting as a ‘one-stop-shop’ for all mortgage and financing needs. Whether they’re looking to get a mortgage while self-employed or concerned about which insurance is the right fit for them, we’re here to lend a hand.

Working Hours :
Working 5 days over 7 and between the hours of 9.00am and 7.00pm (shift pattern to be confirmed).

Skills:
Team working,Trustworthy,Reliable,Enthusiastic,Punctual